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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (8808)	10/18/2000 8:47:21 PM
From: Sun Tzu	Respond to of 10921

<g> Well, I never bought that. Being a systems architect and working as an independent contractor, I have a good feel for how systems implementations and migrations go; they always take a lot longer than you expect and sometimes lose to other ideas. If I am not mistaken the estimates were for ~430M units this year, another 520M units next year and this is on top of the 300M units or so that have been sold in '98 and '99. I may be wrong, but I think if you add those numbers up it makes for about all the 20~60 year olds in the industrial world and then some. Talk about pricing to perfection!! ST